Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirley? Claim Your ProfileShirley Ann Griffin is a financial advisor with LPL Financial LLC. She is based in Evergreen Park, IL. Shirley Ann Griffin has been in the financial industry since 2008. She has worked with a variety of clients, including individuals, families, and businesses. Shirley Ann Griffin is committed to providing her clients with personalized financial advice and guidance. She works with clients to develop financial plans that meet their unique needs and goals. Shirley Ann Griffin is licensed to sell securities in Illinois. She also holds the Series 7 and Series 66 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
07/21/2021 - Present
LPL Financial LLC (EVERGREEN PARK IL)
IL
02/15/2021 - 07/21/2021
WADDELL & REED (EVERGREEN PARK IL)
IL
03/04/2016 - 12/31/2018
WADDELL & REED (EVERGREEN PARK IL)
IL
07/25/2012 - 03/13/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (CHICAGO IL)
IL
12/09/2008 - 07/23/2012
WADDELL & REED, INC. (EVERGREEN PARK IL)
IL
05/22/2008 - 09/02/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
02/27/2008 - 04/23/2008
WADDELL & REED, INC. (EVERGREEN PARK IL)
BOTH
Issued 06/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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